As the appetite for diverse and emerging managers increases, GCM Grosvenor creates a strong methodology, track record and checklist for finding top managers,
Starting her new chief investment officer role during a wild time in economic history, her knack of finding diverse managers is reducing risk and paying off.
Jacqueline “JaQ” Campbell, president and CEO of
Detroit-based RIA Alexander Legacy Private Wealth, began her career in wealth
management at age 16. She discovered the industry through a high school
internship program that set her down the path of financial services, ultimately
leading her to private wealth management.
Laura LaTourette (she/her/hers) takes a unique view about
how she approaches running her Georgia-based RIA, Family Wealth Management
Group. From an entrepreneurship lens, LaTourette works to differentiate her
brand within a crowded market, which can make all the difference when setting
out to create a long-lasting, thriving private wealth practice.
Kristen Oliveri, Head of Private Wealth Content at
Markets Group, sits down with Carina Diamond, the chief experience officer of
Dakota Wealth Management, to discuss how Diamond has cultivated a unique firm
culture within her RIA, helping both clients and employees flourish in a time
of great change.
Given the unavoidable impact real estate has on our lives in order to satisfy need for space for various human endeavors, we are all in real estate–but few understand what it takes.